Legacy Consultants

Finance · Michigan, United States · 1-10 Employees

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Overview

Headquarters

8263 S Saginaw St Ste 5, Grand Blanc, Mi...

Phone Number

(810) 579-1100

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Legacy Consultants

Legacy Consultants Wealth Management specializes in providing comprehensive financial services, including retirement planning, tax planning, cash flow and budgeting, education planning, trust and estate planning, insurance planning, and asset management. They aim to assist clients in achieving their financial goals through tailored strategies and independent advice. The firm is dedicated to supporting clients during all financial transitions and preserving their legacies for future generations. Their target clients include individuals seeking to improve their financial well-being and those preparing for retirement.Explore more
Legacy Consultants's Social MediaPopular SearchesLegacy ConsultantsConsultants Wealth ManagementLegacy Consultants LLCLegacy Consultants Wealth ManagementAna's Legacy LLCSIC Code 62,628NAICS Code 52,523Show more

Legacy Consultants Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Legacy Consultants

<$5M
1-10
Private
-
2010
<$5M
1-10
Private
-
2012
SA
Samuel ArcherManager, Tax
<$5M
1-10
Private
-
1997
SA
Stuart ArakelianManaging Director - Financial Advisor
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
BZ
Bella ZemanClient Service Associate
<$5M
1-10
Private
-
-
JK
Janine KlugCustomer Service Manager
<$5M
1-10
Private
-
2015
NS
Nicholas SmithFinancial Consultant
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Company Profile Activity

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Among all Finance companies

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Activity Insights

Legacy Consultants is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Legacy Consultants is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Legacy Consultants.

Legacy Consultants Tech Stack

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Frequently Asked Questions Regarding Legacy Consultants

What is Legacy Consultants's official website?
Legacy Consultants's official website is www.legacy-consultants.com
What is Legacy Consultants's Revenue?
Legacy Consultants's revenue is <$5 Million
What is Legacy Consultants's SIC code?
Legacy Consultants's SIC: 62,628
What is Legacy Consultants's NAICS code?
Legacy Consultants's NAICS: 52,523
How many employees does Legacy Consultants have?
Legacy Consultants has 1-10 employees
What industry does Legacy Consultants belong to?
Legacy Consultants is in the industry of: Finance, Securities Trading
What is Legacy Consultants competition?
Legacy Consultants top competitors include: Investment Management Associates, Smith Wealth Management Group TX, JAG Financial, Arakelian Wealth Management
What technology does Legacy Consultants use?
Some of the popular technologies that Legacy Consultants uses are: Cloudflare Website Optimization, Cloudflare CDN, Datadog, Google Font API
How do I contact Legacy Consultants?
Legacy Consultants contact info: Phone number: (810) 579-1100 Website: www.legacy-consultants.com
What does Legacy Consultants do?

Legacy Consultants Wealth Management specializes in providing comprehensive financial services, including retirement planning, tax planning, cash flow and budgeting, education planning, trust and estate planning, insurance planning, and asset management. They aim to assist clients in achieving their financial goals through tailored strategies and i... ndependent advice. The firm is dedicated to supporting clients during all financial transitions and preserving their legacies for future generations. Their target clients include individuals seeking to improve their financial well-being and those preparing for retirement.Read More

What are Legacy Consultants social media links?
Legacy Consultants Linkedin page
Is Legacy Consultants a public company?
Legacy Consultants is private company therefore does not currently have an official ticker symbol
See more information about Legacy Consultants

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